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Category: Security

Whilst Dynamics 365 has evolved to an Enterprise grade solution, its Security Model still carries legacy from its earlier days as a CRM designed for SMB’s. I refer to the lack of an Out-of-the-Box solution to view records which are owned by Team Members; without giving access to an entire (sub)BU.

Dynamics 365 by default offers security on Organization, (Parent/Child) BU and User levels. Even though it is technically possible to have records owned by a Team, there is no default behavior that supports this.